Candidate
Employer
Private Client Tax Associate
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Job Description
Federal Tax Associate (Fall 2027/Winter 2028) | RSM US LLP
The Tone:
This is a full-time, early career role at RSM US LLP, operating in a hybrid workstyle aligned to an RSM office. RSM is the leading provider of professional services to the middle market globally. This position is vital to the firm’s purpose of instilling confidence in a world of change, empowering clients and people to realize their full potential. You will contribute to an environment that inspires and empowers individuals to thrive both personally and professionally.
The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – Aligned to an RSM office
• Pay: $61600–$73500 yearly
• Mission: To provide comprehensive federal and state tax services, planning, and compliance to private clients and closely held businesses.
What You’ll Actually Do
• Client Engagement: Build strong working relationships with high net worth families, closely held businesses, estates, trusts, and private foundations.
• Tax Preparation: Prepare accurate federal and state & local tax returns for various entity structures.
• Strategic Planning: Complete tax planning and research, increasingly developing cutting-edge ideas to lessen clients’ overall effective tax rates.
• Compliance Understanding: Develop a general understanding of reporting requirements for different entity structures and the compliance process.
• Complex Documentation: Demonstrate awareness of differing levels of assurance for tax positions by writing memoranda and other documentation on complex tax issues.
The Must-Haves
• Background: Bachelor’s degree in accounting or a business-related field.
• Experience: Required coursework to sit for the CPA exam, licensed JD, or enrolled agent.
• Skills: Strong written and verbal communication skills, excellent client relation and interpersonal skills, and outstanding organizational skills with the ability to handle multiple priorities.
• Bonus: CPA, JD, or Enrolled Agent designation, and/or an LL.M. in Taxation or Master’s in Taxation.
